In this unit, you will learn how to post asset transactions in SapphireOne. Posting transactions is essential for maintaining accurate financial records and ensuring that all asset-related activities are properly documented. Step-by-Step Guide:
- Navigate to Assets > Assets > Post Assets Transactions.
- Click on the ‘New’ button.
- Fill out the following mandatory fields:
- Transaction Date – Enter the date of the transaction.
- Transaction Type – Select the type of transaction (e.g., Purchase, Sale).
- Asset Code – Enter the code of the asset involved in the transaction.
- Amount – Specify the transaction amount.
- Review the entered information.
- Click ‘Post’ to finalise the transaction.
For more detailed instructions, please refer to the Assets > Assets > Post Assets Transactions article.